Tech Resources
Retroactively Updating Applicant Tags
To retroactively update applicant tags based on how they applied, follow these steps:
- Navigate to Sub-Account and Applications Tab
- Go to the specific sub-account.
- Click on the “Applications” tab.
- Create or Update Smart Lists
- Click on “More Filters.”
- Type “Source” in the search field and select it.
- Enter the source format, e.g., “job 01,” and click “Apply.”
- Adjust the list as needed.
- Click “Save as Smart List” and name it appropriately (e.g., “job 01 – Cleaning Technicians”).
- Manage Smart Lists
- Make the list public by managing the smart list options.
- Ensure the smart list is global if needed by clicking the link icon and selecting “Share with all users.”
- Update Applicant Tags
- Select the relevant smart list (e.g., “job 01 – Cleaning Technicians”).
- Check the box above all applicant names to select all records.
- Click the “Add Tag” icon.
- Add the specific position tag (e.g., “Cleaning Technician”).
- Provide an action description (e.g., “Update retroactively for Cleaning Technicians”).
- Click “Add” to stamp all contacts with the tag.
- Repeat for Other Positions
- Repeat the steps for other positions, adjusting the source format (e.g., “job 02” for rental cleaners).
- Search and Verify Tags
- In the candidate pipeline, search for positions based on tags.
- Ensure the correct spelling of tags for accurate results.
Caution: Ensure to clear the search field when not in use to avoid filtering issues for future applicants.